About
Strategic Investment Partner with 10+ years of experience in investment management and capital operations, specializing in identifying and cultivating high-growth opportunities across diverse sectors including healthcare technology, fashion, and beauty. Proven expertise in leading cross-border M&A, equity investments, and strategic partnerships, consistently driving portfolio growth and long-term value creation. Adept at leveraging advanced financial analysis and strategic guidance to transform businesses and build robust relationships with executives, investors, and partners in dynamic markets.
Work
Strategic Investor, Fashion & Beauty Industries
|Strategic Investor & Operational Manager
New York, NY, US
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Summary
Strategically invested in and managed operations for fashion and beauty ventures, driving business growth and optimizing financial performance across diverse asset classes.
Highlights
Led strategic investments in the fashion and beauty industries, successfully mitigating market volatility and achieving sustainable value creation across multiple asset classes.
Oversaw comprehensive operational management and financial performance for multiple ventures, optimizing cash flow and driving significant business growth.
Cultivated strategic partnerships with industry associates, expanding investment opportunities and enhancing portfolio diversification to strengthen market position.
Implemented robust financial strategies that resulted in significant business growth and improved profitability, ensuring long-term value creation.
Financial Asset Risk Management Team
|Founder & Lead Strategist
New York, NY, US
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Summary
Founded and led a financial asset risk management team, delivering sophisticated portfolio risk analysis and strategic investment support to optimize capital allocation.
Highlights
Founded and led a specialized financial asset risk management team, providing expert portfolio risk analysis and comprehensive financial modeling services.
Developed and implemented advanced investment strategies, guiding capital allocation decisions to maximize returns while significantly minimizing exposure.
Delivered comprehensive financial modeling and analytical insights, empowering clients with data-driven decision-making for complex investment scenarios.
Demonstrated strategic financial leadership by consistently achieving superior risk-adjusted returns across managed portfolios through proactive risk mitigation.
Cardiomo Care, Inc.
|Strategic Investment Partner
New York, NY, US
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Summary
Serves as a Strategic Investment Partner at a pioneering healthcare technology firm, driving corporate growth and value creation through high-potential investments and strategic partnerships.
Highlights
Collaborated directly with CEO Ksenia Belkina to identify and capitalize on high-potential investment opportunities within the healthcare technology sector.
Structured and negotiated strategic partnerships, significantly expanding market reach and driving corporate growth initiatives for digital patient care solutions.
Influenced executive-level strategic decisions, contributing to long-term value creation and market positioning for Cardiomo Care, Inc.
Developed and executed investment strategies that supported the company's expansion into new digital health markets, enhancing patient care offerings and market share.
Plaid Inc.
|Data Risk Analyst
San Francisco, CA, US
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Summary
Analyzed complex financial and transactional data to identify emerging risks, enhancing investment decision processes for a leading fintech platform.
Highlights
Leveraged advanced financial and transactional data analytics to proactively identify and mitigate emerging risks across Plaid's fintech platform.
Designed and implemented robust risk assessment frameworks, improving the security, scalability, and compliance of financial operations.
Enhanced investment decision processes by providing data-driven insights, contributing to more informed and secure capital allocation strategies.
Collaborated with engineering and product teams to integrate risk mitigation strategies into new financial products, ensuring compliance and data integrity.
HSBC UK
|Investment Advisor / Asset and Liability Management Specialist
London, England, UK
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Summary
Managed asset and liability across diverse portfolios, optimizing financial performance and ensuring regulatory adherence while providing strategic investment guidance to clients.
Highlights
Optimized balance sheet structures and liquidity management, enhancing financial stability and regulatory compliance for a diverse client base.
Provided strategic investment advisory, guiding clients on portfolio diversification and capital allocation to support high-value financial decision-making.
Developed and implemented risk assessment strategies, mitigating potential exposures and safeguarding client investments within a complex financial landscape.
Managed a portfolio of assets, consistently achieving performance targets through proactive market analysis and strategic rebalancing.
Education
California State University, Los Angeles
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Bachelor of Science
Business Administration
Skills
Strategic Investment
Strategic investment and portfolio management, Multi-asset investment, Diversified investment expertise, Capital allocation, Investment decision support.
Financial Analysis & Risk Management
Risk assessment, Financial analysis, Portfolio risk analysis, Financial modeling, Liquidity management, Balance sheet optimization.
Business Development
Strategic partnership development, Cross-border M&A, Equity investments, Corporate growth initiatives, Value creation.
Leadership & Strategy
Strategic financial leadership, Executive collaboration, Market analysis, Operational management, Business transformation.
Interests
Traveling
Traveling.
Skiing
Skiing.
Camping
Camping.
Golf
Golf.
Skydiving
Skydiving.
Scuba Diving
Scuba Diving.
Beach Activities
Beach Activities.
Cooking & Food Appreciation
Cooking, Food Appreciation.
Yoga
Yoga.
Reading
Reading.
Swimming
Swimming.